06
Feb
Preparing for Tax Season Webinar
Description
Join us for an educational webinar focused on practical tax and planning considerations in a changing legislative landscape. Learn how recent and upcoming changes may impact your financial decisions by exploring:
- Easy‑to‑implement income tax planning ideas for both 2025 and 2026 tax returns
- Highlights of key OBBB provisions applicable to individual taxpayers
- Common tax preparation missteps and how to avoid them
- Important SECURE Act 2.0 changes taking effect in 2026
- An overview of basic trust and gift planning concepts
Guest speaker: Ram Srinivasan, CPA | Partner, Tax - Private Client Services at Weaver
Download Calendar Invite Here (please make sure to register as well)
Ram Srinivasan is solely responsible for the content of his presentation and may not necessarily represent the opinions of Equitable Advisors, LLC and its associates and affiliates. Equitable Advisors, LLC is not affiliated with Weaver and does not provide legal or tax advice or services. Attendees should consult with their own professional advisors to determine the appropriateness of any course of action. Associates of Paradigm Wealth Management and LQ Financial offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC). Paradigm Wealth Management or LQ Financial are not owned or operated by Equitable Advisors or Equitable Network.PPG-8679181.2 (1/26)(Exp. 1/30)
Date and Time
Fri, Feb 06, 2026
12:00p - 1:00p CST